KI

Kapitalo Investimentos Portfolio holdings

AUM $459M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$23.2M
3
+$20.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.2M
5
DG icon
Dollar General
DG
+$13.9M

Top Sells

1
+$37.9M
2
+$20.4M
3
+$5.28M
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$4.07M
5
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$3.54M

Sector Composition

1 Consumer Staples 10.93%
2 Technology 10.35%
3 Healthcare 9.12%
4 Materials 6.59%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754K 0.14%
+4,742
52
$752K 0.14%
+7,101
53
$740K 0.14%
+15,746
54
$719K 0.13%
+9,858
55
$708K 0.13%
+6,136
56
$700K 0.13%
5,884
-1,676
57
$688K 0.13%
16,075
+11,235
58
$678K 0.13%
+14,830
59
$667K 0.12%
+7,375
60
$664K 0.12%
+7,701
61
$653K 0.12%
+7,803
62
$636K 0.12%
+16,967
63
$636K 0.12%
+4,577
64
$606K 0.11%
+63,373
65
$600K 0.11%
+2,046
66
$599K 0.11%
+222
67
$598K 0.11%
+6,878
68
$595K 0.11%
+9,345
69
$588K 0.11%
+5,120
70
$585K 0.11%
+24,331
71
$572K 0.11%
12,207
+8,171
72
$564K 0.1%
+8,026
73
$561K 0.1%
15,812
+10,109
74
$560K 0.1%
+12,470
75
$559K 0.1%
5,450
+3,685
1 2
3
4 5